Borrower tasks are closely tied to email notifications and due dates. Borrowers receive email notifications when:
New tasks are created and assigned to them
A task is due (on the due date)
A task is past due (up to three reminder emails)
By default, a task due date is set to 3 days after it is created. Lenders can adjust the due date during task creation or when editing an existing task.
Tasks are sorted by due date and include visual tags to highlight urgency:
Red tag = past due
Yellow tag = due today
Grey tag = upcoming due date
No tag = no due date assigned (edit the task to add one)
Green checkbox = task completed
Lenders can set and edit task due dates either at task creation or by editing a task.
